Client Relationship Consultant - Retirement
Core
Builds, maintains, and enhances relationships with an assigned book of existing law firm clients to drive satisfaction and retention.
Role type
Client Relationship Consultant (Retirement)
Builds
401(k) plans and retirement services for law firm clients
Domain
Financial services / Retirement planning
Deliverable
client delivery
Required skills
401(k) plan knowledge, ERISA provisions, client retention, cyclical event management, sales collaboration, issue resolution
Preferred skills
OMNI experience
Technologies
OMNI
Responsibilities
Respond to email and phone inquiries from an assigned book of business; Assist clients through cyclical events including Form 5500 and nondiscrimination testing; Support client satisfaction through periodic meetings covering service levels and fund performance; Work closely with sales, recordkeeping, and operations teams; Resolve client issues and escalate matters to management; Develop and maintain a thorough understanding of assigned clients' requirements.
Seniority
Mid-level, individual contributor
